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  • Wednesday, Aug 27th
    10:00 AM - 12:00 PM East Coast USA Time
    Navigating Your Path to ESOP Sustainability: A Workshop
    Location: Franklin 8-10
    Speaker: Ashleigh Newlin, n/a (she/her/hers) – Chartwell Financial Advisory
    Speaker: Tina M. Langlois, n/a – Chartwell Financial Advisory
    Speaker: Sean Power – Polsinelli PC
    Nuts and Bolts of Thriving ESOPs
    Presented By 
     CE: 1
  • Wednesday, Aug 27th
    1:00 PM - 2:00 PM East Coast USA Time
    Built for the Storm: How ESOP Companies Overcome in Bad Economic Times
    Location: Conf Rooms 407-409
    Session Leader: Matt Middendorp, n/a – Vision Point Capital
    Speaker: Wendy L. Gilligan, J.D. and LLM in Tax (she/her/hers) – Gilligan Benefits Law
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Wednesday, Aug 27th
    1:00 PM - 2:00 PM East Coast USA Time
    Repurchase Obligation Study: The Key to Sustainability
    Location: Franklin 8-10
    Speaker: Witold Telezynski, n/a (he/him/his) – Principal Financial Group
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Wednesday, Aug 27th
    2:15 PM - 3:45 PM East Coast USA Time
    Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 1
    Location: Franklin 8-10
    Session Leader: Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
    Speaker: Christine M. Hurt, CPA, MBA (she/her/hers) – Ayers Saint Gross, Inc.
    Speaker: Teresa Daggett (she/her/hers) – TI-TRUST
    Nuts and Bolts of Thriving ESOPs
     CE: 1.5
  • Wednesday, Aug 27th
    2:15 PM - 3:45 PM East Coast USA Time
    Leading Change During Times Of uncertainty: An Opportunity for Engagement
    Location: Conf Rooms 411-412
    Session Leader: Linshuang Lu, MSOD (she/her/hers) – Praxis Consulting Group
    Speaker: Ron Scheese, CPA (he/him/his) – F.M. Brown’s Sons, Inc.
    Nuts and Bolts of Thriving ESOPs
     CE: 1.5
  • Wednesday, Aug 27th
    2:15 PM - 3:45 PM East Coast USA Time
    Valuation Hot Topics and Other Interesting Valuation Updates
    Location: Conf Rooms 401-403
    Speaker: Laurie-Leigh White, n/a (she/her/hers) – BVA Group
    Speaker: Stephen White – Onyx Partners Group
    Nuts and Bolts of Thriving ESOPs
     CE: 1.5
  • Wednesday, Aug 27th
    3:55 PM - 4:55 PM East Coast USA Time
    Having Your Cake & Eating it Too? Balancing Strategic Trade-Offs Through Capital Structure and Balance Sheet Management for Long Term Success
    Location: Conf Rooms 411-412
    Session Leader: Eric S. Zaiman, n/a – J.P. Morgan
    Speaker: Mark R. Fournier, CFA (he/him/his) – Stout Risius Ross, LLC
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Wednesday, Aug 27th
    3:55 PM - 4:55 PM East Coast USA Time
    Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 2
    Location: Franklin 8-10
    Moderator: Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
    Session Leader: Christine M. Hurt, CPA, MBA (she/her/hers) – Ayers Saint Gross, Inc.
    Speaker: Ginny Saloom – PNC
    Speaker: Kimberlene Matthews – PNC Institutional Asset Management
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Wednesday, Aug 27th
    3:55 PM - 4:55 PM East Coast USA Time
    S Corp ESOP Traps for the Unwary Under 409(p)
    Location: Conf Rooms 414-415
    Session Leader: Greg Daugherty, n/a – Porter Wright
    Speaker: Joel Davis – Principal
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    9:30 AM - 11:00 AM East Coast USA Time
    Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 3
    Location: Salon B
    Moderator: Christine M. Hurt, CPA, MBA (she/her/hers) – Ayers Saint Gross, Inc.
    Session Leader: Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
    Speaker: Joel Fidler (he/him/his) – Ayers Saint Gross
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    9:30 AM - 11:00 AM East Coast USA Time
    Revenue Diversification for ESOPs: Balancing Growth, Risk, and Purpose
    Location: Conf Rooms 407-409
    Moderator: Shannon Litton, n/a – 3LS Professional Services
    Speaker: Jane Wintz – Omni Family of Servies
    Speaker: Eric Strickland, MBA – 3LS Incorporated
    Speaker: Michael Morosi – 3LS
    Speaker: Gina Drobnick – 3LS Ventures Inc
    Nuts and Bolts of Thriving ESOPs
     CE: 1.5
  • Thursday, Aug 28th
    11:15 AM - 12:15 PM East Coast USA Time
    ESOP Litigation Update
    Location: Conf Rooms 407-409
    Session Leader: Lindsey R. Camp, Esq (she/her/hers) – Holland & Knight LLP
    Speaker: Clifford G. Canavera, CFA – Canavera Financial Group LLC
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    11:15 AM - 12:15 PM East Coast USA Time
    Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 4
    Location: Salon B
    Moderator: Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
    Session Leader: Christine M. Hurt, CPA, MBA (she/her/hers) – Ayers Saint Gross, Inc.
    Speaker: Joel Fidler (he/him/his) – Ayers Saint Gross
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    11:15 AM - 12:15 PM East Coast USA Time
    Mature ESOP Participant Focused Plan Design Considerations - The Wawa Way
    Location: Conf Rooms 401-403
    Session Leader: Scott Freund, QPA, QPC – Blue Ridge Associates
    Speaker: Daniel J. Peterson – Wawa, Inc.
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    11:15 AM - 12:15 PM East Coast USA Time
    Navigating the ESOP Repurchase Obligation: Strategies for Sustainable Employee Ownership Funding
    Location: Franklin 8-10
    Speaker: JOSHUA M. YOUNG, CFP, CEPA – UBS FINANCIAL SERVICES
    Speaker: Joe Marx, CPA (he/him/his) – Principal
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    11:15 AM - 12:15 PM East Coast USA Time
    The ESOP Checklist Blueprint
    Location: Conf Rooms 411-412
    Speaker: Corey Rosen, n/a (he/him/his) – National Center for Employee Ownership
    Speaker: Matthew M. Licina (he/him/his) – NCEO
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    1:45 PM - 3:00 PM East Coast USA Time
    Reviewing a Valuation Report, Especially the Projections
    Location: Salon C
    Speaker: Michael C. Yi, ASA, CPA, MBA, TEP – Newport Valuations, Inc.
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    1:45 PM - 3:00 PM East Coast USA Time
    What Not to Do: The Guide to Repurchase Obligation Mistakes
    Location: Conf Rooms 414-415
    Session Leader: Nick Viner, n/a – Prairie Capital Advisors
    Speaker: Thomas L. Totten, FSA, PhD – Stokastique
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    3:15 PM - 4:15 PM East Coast USA Time
    Balancing Act : One Company’s Journey to Becoming 100% Employee Owned
    Location: Salon A
    Session Leader: Dawn Goestenkors, n/a (she/her/hers) – TI-Trust, Inc.
    Speaker: Mike Ferraro – The Motz Group
    Speaker: Robert F. Schatz, n/a (he/him/his) – ESOP Plus® LLP
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    3:15 PM - 4:15 PM East Coast USA Time
    NCEO Resources That Make Your Life Easier
    Location: Salon D
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Thursday, Aug 28th
    3:15 PM - 4:15 PM East Coast USA Time
    Understanding Releveraging: Different Strategies and Practical Applications
    Location: Franklin 8-10
    Session Leader: Alex Grasser, n/a – Prairie Capital Advisors
    Speaker: Alex Perry, ASA (he/him/his) – Ventura Trust
    Nuts and Bolts of Thriving ESOPs
     CE: 1
  • Friday, Aug 29th
    9:00 AM - 10:15 AM East Coast USA Time
    Navigating Repurchase Obligations & Succession Planning Through the Lens of Demographics
    Location: Franklin 8-10
    Speaker: Dustin Pirie, MBA – ESOP Analytics
    Nuts and Bolts of Thriving ESOPs
     CE: 1